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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,094 | $111,785-20.3% | $93,669-4.9% | $145,877-38.9% |
| Participation rate | 66.7% | 74.2%-7.6pp | 68.7%-2.1pp | 80.3%-13.6pp |
| Annual return | 14.11% | 203.79%-189.7pp | 133.59%-119.5pp | 551.28%-537.2pp |
| Employer contribution / active EE | $1,429 | $3,096-53.8% | $2,424-41.0% | $4,663-69.4% |
| Participant deferral / active EE | $1,990 | $4,919-59.5% | $4,416-54.9% | $6,691-70.3% |
| Admin fee / account holder | $646 | $10,256-93.7% | $8,291-92.2% | $13,402-95.2% |